Freedom Investment Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Freedom Investment Management’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-37,142	Closed	-$784K	–	939
2021 Q2	$784K	Buy	37,142 +819	+2%	+$17.3K	0.06%	403
2021 Q1	$768K	Buy	+36,323	New	+$769K	0.06%	388
2018 Q3	–	Sell	-32,168	Closed	-$667K	–	992
2018 Q2	$667K	Sell	32,168 -1,632	-5%	-$33.8K	0.04%	450
2018 Q1	$704K	Sell	33,800 -4,518	-12%	-$94.5K	0.04%	494
2017 Q4	$810K	Sell	38,318 -21,002	-35%	-$446K	0.04%	453
2017 Q3	$1.27M	Buy	+59,320	New	+$1.27M	0.07%	259

Other funds holding BSCL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Freedom Investment Management's BSCL Position: Q3 2021 in Review

Freedom Investment Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 37,142 shares — an estimated $784K sold.

Freedom Investment Management first reported a position in BSCL in Q3 2017 and held it in 6 quarters. The position peaked at $1.27M in Q3 2017. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

Freedom Investment Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Freedom Investment Management sold 37,142 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $784K.
Freedom Investment Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Freedom Investment Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.27M in Q3 2017.
260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.